Sowell Financial Services’s iShares Global Healthcare ETF IXJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-2,072
| Closed | -$167K | – | 1641 |
|
2021
Q1 | $167K | Buy |
2,072
+53
| +3% | +$4.27K | 0.01% | 1145 |
|
2020
Q4 | $154K | Sell |
2,019
-1,098
| -35% | -$83.8K | 0.01% | 961 |
|
2020
Q3 | $224K | Buy |
3,117
+200
| +7% | +$14.4K | 0.01% | 692 |
|
2020
Q2 | $201K | Buy |
2,917
+500
| +21% | +$34.5K | 0.01% | 722 |
|
2020
Q1 | $147K | Buy |
2,417
+445
| +23% | +$27.1K | 0.01% | 739 |
|
2019
Q4 | $136K | Hold |
1,972
| – | – | 0.01% | 824 |
|
2019
Q3 | $120K | Buy |
+1,972
| New | +$120K | 0.01% | 780 |
|
2019
Q1 | – | Sell |
-11,889
| Closed | -$674K | – | 574 |
|
2018
Q4 | $674K | Buy |
+11,889
| New | +$674K | 0.1% | 222 |
|